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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,647 | $81,233+41.1% | $155,567-26.3% | $80,874+41.8% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 11.86% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $6,969 | $3,101+124.8% | $4,674+49.1% | $2,756+152.9% |
| Participant deferral / active EE | $4,722 | $3,452+36.8% | $5,628-16.1% | $4,297+9.9% |
| Admin fee / account holder | $6,310 | $7,998-21.1% | $15,916-60.4% | $6,935-9.0% |